RI INSIGHT: Clean Thematic Investing

Environmental investing has had a tumultuous time in recent years. Disappointment at global, political climate change developments, tariff withdrawals in certain markets and the price crash of the EU Emissions Trading System combined in a slump that left investors reeling. There are signs, however, that the worst is over and that the time is right to take a renewed look at the fundamentals of clean or green investing, which are still very much in place and will likely define a generation of asset opportunities. Contributions from: HowEsg, Local Government Super, MSCI ESG Research, Pictet Asset Management, Rabo Farm, RobecoSam, Towers Watson, Triodos Investment Management, Vontobel.